Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Wyand is a financial advisor with Valeo Financial Advisors, LLC in Carmel, IN. John has been working in the financial services industry since April 2003. John is registered with FINRA and the state of Indiana. John is a Certified Financial Planner. John specializes in providing financial advice to individuals, families, and businesses. John's services include financial planning, investment management, and retirement planning. Valeo Financial Advisors, LLC is an independent wealth management firm that provides financial advice and investment management services to individuals, families, and businesses. The firm has a focus on helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of client net worth
1
2
IN
04/16/2014 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IN
04/09/2003 - 03/31/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)
BOTH
Issued 03/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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